# Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-steamfitters-local-440-defined-cont-pens-fund-352078254-001

> Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund's DC plan: 3,535 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund

- **Sponsor EIN:** 352078254

- **Sponsor Address:** 3440 KOSSUTH STREET, LAFAYETTE, IN, 479035769

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 3,535

- **Total Assets:** $198.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,535|$198.2M|$10.6M|$4.3M|

| 2023|2,945|$172.7M|$7.9M|$3.5M|

| 2022|2,898|$144.0M|$6.3M|$2.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NEWPORT GROUP|Other Service Provider|$160,546|—|$160,546|

| S.C. MILLER & COMPANY|Other Service Provider|$85,360|—|$85,360|

| MARINER INSTITUTIONAL|Other Service Provider|$42,000|—|$42,000|

| L.M. HENDERSON & CO., LLP|Other Service Provider|$15,115|—|$15,115|

| JOHNSON & KROL|Other Service Provider|$14,253|—|$14,253|

| REGIONS BANK|Other Service Provider|$14,020|—|$14,020|

| BLACK HORSE ENTERPISES LLC|Other Service Provider|$7,988|—|$7,988|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $339,282

- **Estimated Expense Ratio:** 0.171% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$375,180|$192,804|$95,102|$15,115|—|

| 2023|$327,419|$173,306|$86,265|$14,842|—|

| 2022|$298,171|$158,978|$72,304|—|$29,922|

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